Evaluating, Selecting and Monitoring Target Date Fund Offerings

As target date funds continue to gain in popularity as QDIAs for plan sponsors and an easy solution for participants, it's no longer prudent from a fiduciary standpoint to just go with the "house brand." Like other plan investments, the selection of target date funds requires a high level of due diligence on the part of plan sponsors.

Learn how to develop a best practices approach for carrying out your fiduciary responsibilities related to evaluating and selecting the most appropriate target date solution for your plan. Understand how funds are constructed, what their glide paths are and hear a discussion of the issue of funds designed to get participant "to" versus "through" retirement. Gain insight, as well, into how to monitor the ongoing performance of these types of investments.